GEV
GE Vernova raises 2026 revenue guidance after Q2 earnings beat
Article Summary
BUY- GE Vernova Inc. (NYSE: GEVA) raised its full-year revenue and free-cash-flow guidance after strong Q2 results, with orders and cash generation well above year-earlier levels.
- GE Vernova posted strong orders growth across Power and Electrification segments, with data-center orders more than $5 billion year-to-date, more than double its 2025 total.
- Free cash flow reached $5.1 billion, exceeding the total for all of 2025, and adjusted EBITDA margin expanded 340 basis points organically to 11.3%.
- The company signed 20 gigawatts of new gas equipment contracts in the quarter and now anticipates having at least 125 GW of gas equipment under contract by year-end 2026.
- Wind orders fell sharply, with losses widening due to lower Onshore Wind equipment volume and higher Offshore Wind project costs.
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Growth Stock Scoring Breakdown
| METRIC | VALUE | WEIGHT | ANALYSIS |
|---|---|---|---|
| Sales Growth TTM ? | 10.2% | 25% | 50.0 ptsMeets Minimum (10.2%) - Passes screener |
| EPS Growth Next 5Y ? | 25.0% | 25% | 70.0 ptsGood (25.0%) - Solid outlook |
| Target Price Upside ? | 21.2% | 20% | 70.0 ptsGood Upside (21.2%) - Target: $1232.34 vs Current: $1016.89 |
| Gross Margin % ? | 20.2% | 15% | 40.0 ptsModerate (20.2%) - Adequate margins |
| Drawdown from 52-Wk High ? | -15.0% | 15% | 40.0 ptsMild Pullback (-15.0%) - Light entry opportunity |
Disclaimer: This rating is for informational purposes only and is not financial advice.
All data sourced from Finviz.
Always conduct your own research and consult with a financial advisor before making investment decisions.
Past performance does not guarantee future results.
About GEV
- GE Vernova Inc., an energy company, engages in the provision of various products and services that generate, transfer, orchestrate, convert, and store electricity in the United States, Europe, Asia, the Middle East, and Africa.
- The company operates through three segments: Power, Wind, and Electrification.
- The Power segment designs, manufactures, and services gas, nuclear, hydro, and steam technologies.
- It serves industrial, government, and other customers.
- The Wind segment offers wind generation technologies, including onshore and offshore wind turbines and blades.
- The Electrification segment provides grid solutions; power conversion; electrification software; and solar and storage solutions technologies required for the transmission, distribution, conversion, storage, and orchestration of electricity from point of generation to point of consumption.
- The company was incorporated in 2023 and is headquartered in Cambridge, Massachusetts.